Financial planner
CAPTRUST
Specializes in
Languages
Individual 1040
$300 — $500
1040 + Self-Employment
$500 — $800
Business Return
$750 — $1,400
AICPA national averages — Boston hasn't published exact rates. Get a personalized quote for accurate numbers.
Glenda Richards, CPA operates from 1 Liberty Sq 13th Floor, Boston, MA 02109 in Boston, Massachusetts. The firm is registered with the Massachusetts Board of Public Accountancy. The preparer is registered with the IRS via the Preparer Tax Identification Number (PTIN) system to file federal returns on behalf of clients.
Reported areas of practice include Tax Advisory & Planning. On Google Business Profile, the firm is categorized as a financial planner.
For taxpayers in Boston, the firm handles federal Form 1040 returns, Massachusetts state income tax filings, and supporting schedules for self-employment, investment income, and rental property. Common engagements at this credential level also include estimated tax planning, prior-year amended returns, and IRS notice response.
CAPTRUST operates as a dedicated tax professional firm situated in Boston, Massachusetts. The firm provides focused tax services to individuals and businesses across the local region. As a tax professional, CAPTRUST assists clients with their diverse tax obligations and strategic planning requirements. The firm's methodology involves a thorough understanding of each client's specific financial context, enabling the delivery of pertinent and effective tax guidance. Located in the heart of Boston, CAPTRUST is committed to supporting its clientele through the complexities of tax regulations and opportunities. The firm's specialized knowledge as a tax professional allows it to address a broad spectrum of tax-related matters, aiming for compliance and advantageous results for those seeking expert assistance in Massachusetts. CAPTRUST strives to be a reliable resource for tax-related inquiries and support, helping clients navigate their financial responsibilities with clarity and confidence.
CAPTRUST provides comprehensive advisory services as a core component of its offerings as a tax professional. These advisory services are specifically designed to furnish clients with informed guidance and strategic insights concerning their unique tax situations. The firm assists both individuals and businesses in navigating the intricacies of various tax implications, enabling them to make well-considered decisions that are aligned with their broader financial objectives. Advisory services at CAPTRUST encompass detailed discussions on tax planning strategies, where the firm helps clients proactively anticipate future tax liabilities and identify potential areas for optimization within the current tax code. This includes guidance on income tax, deductions, credits, and other relevant tax matters. CAPTRUST offers valuable insights into how different financial choices, such as investments, business transactions, or personal financial planning, can significantly impact overall tax outcomes. This allows clients to approach their finances with a more strategic and clearer perspective. The guidance provided is meticulously tailored to the specific circumstances and needs of each client, ensuring that the advice is not only relevant but also highly actionable. CAPTRUST's advisory capacity also extends to demystifying complex tax regulations, translating them into understandable terms, thereby empowering clients to make informed and confident choices. The overarching goal is to offer practical, forward-looking advice that supports clients in managing their tax responsibilities effectively and efficiently. Through these dedicated advisory services, CAPTRUST aims to serve as an indispensable resource for all tax-related decision-making processes.
CAPTRUST serves both individuals and businesses seeking assistance with their tax obligations and planning. As a tax professional, the firm provides guidance tailored to diverse client needs in Boston, Massachusetts.
Advisory services involve providing informed guidance and strategic insights on tax matters. This helps clients understand tax implications and make decisions aligned with their financial goals.
CAPTRUST assists with tax planning by discussing strategies to anticipate future tax liabilities and identify optimization opportunities. The firm provides insights into how financial choices impact tax outcomes.
While tax preparation is part of a tax professional's role, CAPTRUST also emphasizes advisory services. This includes proactive planning and guidance beyond just filing returns for clients in Massachusetts.